Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Capital House2 Pride PlaceDerbyDerbyshireDE24 8QRUNITED KINGDOM- Phone
- +441332200020
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Complaints Contact
Capital House2 Pride PlaceDerbyDerbyshireDE24 8QRUNITED KINGDOM- Phone
- +441332200020
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Investment Advice (no pensions)
For Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
For Retail (Non-Investment Insurance)
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Arranges Investments
For Retail (Non-Investment Insurance), Non-investment insurance contracts
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Credit Brokering
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Debt Advice
Show 1 limitation Hide limitations
- · This permission is limited to debt counselling with no debt management activity
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Mortgage Setup
For Customer, Regulated mortgage contract
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Investment Setup
For Retail (Non-Investment Insurance), Retail (Investment), Non-investment insurance contracts, Unit, Rights to or interests in investments (Security), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Stakeholder pension scheme, Rights to or interests in investments
Show 2 limitations Hide limitations
- · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Credit Score Services
Show 1 limitation Hide limitations
- · This permission is limited to not carrying out credit repair services
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Jessica Pym
IRN JXP00839
- (790)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (791)Appointed representative dealing with clients for which they require qualification (since 2 Aug 2023)
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Jesuiven Premmal Xavier
IRN JXX00019
- (400)Appointed representative dealing with clients for which they require qualification (9 Jan 2024 to 21 Nov 2024)
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Jillian Donnelly
IRN JXD00149
- (211)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 23 Apr 2020)
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Jillian Jones
IRN JXJ01241
- (12)Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Oct 2020)
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Jillian Mackenzie
IRN JXM00478
- (2351)Appointed representative dealing with clients for which they require qualification (21 Dec 2020 to 19 Mar 2025)
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Jillian Smith
IRN JXS00285
- (814)CF1 Director (AR) (12 Dec 2011 to 21 Dec 2012)
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Jo-Ann Manship
IRN JXM26550
- (561)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (562)Appointed representative dealing with clients for which they require qualification (since 27 Oct 2023)
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Joanna Branc
IRN JXB00482
- (2175)Appointed representative dealing with clients for which they require qualification (26 Oct 2020 to 31 Jan 2023)
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Joanna Elizabeth Chinnery
IRN JXC00487
- (1883)Appointed representative dealing with clients for which they require qualification (13 Jul 2020 to 27 Oct 2020)
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Joanna Faye Smith
IRN JXS00536
- (1161)20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- (1162)Appointed representative dealing with clients for which they require qualification (since 29 Mar 2021)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Your Expert Mortgage & Protection Limited (no longer appointed)
FRN 963887 · Appointed 10 Nov 2021 · Until 22 Aug 2024
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Bernards Mortgage and Protection Ltd (no longer appointed)
FRN 961221 · Appointed 23 Oct 2021 · Until 7 Dec 2022
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Lincoln Mortgages And Protection Ltd (no longer appointed)
FRN 793771 · Appointed 4 Oct 2021 · Until 1 Apr 2026
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Taylor Made Property Management (no longer appointed)
FRN 956337 · Appointed 7 Aug 2021 · Until 13 Jul 2022
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Atlas Estate Agents Limited (no longer appointed)
FRN 711370 · Appointed 5 Aug 2021 · Until 7 Dec 2022
Recent activity
Updates to this firm's record on the FCA register.
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trading name added: Horizon Financial Solutions
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trading name added: fitzgerald financial consultancy
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trading name added: Fitzgerald Financial Consultance
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trading name added: Fine & Country Private Finance
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trading name added: Financial Advice Bureau
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trading name added: Epsom Financial Centre
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trading name added: Dale Mortgage Brokers
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trading name added: Mortagage Advice Bureau
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trading name added: Moneybox Financial Management
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trading name added: Moneybox